Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,259 | $58,493+71.4% | $84,021+19.3% | $72,975+37.4% |
| Participation rate | 56.8% | 61.2%-4.5pp | 69.0%-12.3pp | 69.5%-12.7pp |
| Annual return | 22.94% | 28.93%-6.0pp | 71.32%-48.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,569 | $1,163+34.9% | $1,984-20.9% | $2,440-35.7% |
| Participant deferral / active EE | $2,621 | $2,394+9.5% | $3,239-19.1% | $3,608-27.4% |
| Admin fee / account holder | $1,159 | $4,569-74.6% | $6,102-81.0% | $5,124-77.4% |